zAZ

[zAZ @ryanpmoeller]

AI成人短剧《大包教授》免费分享

链接：https://t.co/RKSrlgMN9q

🚀🔷💙 他刚套上泳裤店员就盯着大腿不眨眼，门砰的一声撞开，粗壮的东西毫无遮掩冲进画面，夸张尺寸把人吓得屏住呼吸 🙊

#大包教授 #AI成人短剧 #男同 #体育生 #短剧

[zAZ @ryanpmoeller]

AI男同短剧《本攻射你无罪》免费分享

链接：https://t.co/RBwWcJuUix

😈💘🪸 他先是死命抗拒，可庄叔手指深入的刹那，小廖反而软着贴了过去。 🚒

#本攻射你无罪 #AI成人短剧 #男同 #体育生 #短剧

[zAZ @ryanpmoeller]

AI成人短剧《雌家畜收容所》免费分享

链接：https://t.co/LjePoaxs65

📒🙄🤏 她靠着木质马车，红黑皮衣勒出曲线，笑意里全是诱惑。 ♦️

#雌家畜收容所 #AI成人短剧 #SM #调教 #短剧

[zAZ @ryanpmoeller]

AI成人短剧《夫妻游戏》免费分享

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🌍🐇🫐 害羞的对视很快被粗重的喘息取代，五对夫妻从试探到疯狂，最终完全沉浸在集体多P的极致快感里无法自拔。 🐌

#夫妻游戏 #AI成人漫剧 #绿帽 #换妻 #短剧

[Football Guy's Guy @Bleacherbum]

$ENVX Another one bites the dust.

[Charles Hoskinson @IOHK_Charles]

American healthcare in a single sentence

[Chris Ciovacco @CiovaccoCapital]

Inflation: Compare and contrast the move in the 5-year breakeven inflation rate in 2022 and the recent move in 2026. Click image to enlarge.

[Frank Holmes @bulldogholmes]

I have been covering this pattern for decades

[Daf * Stretch Candle* @dafster17]

Haha. I feel its service to provide to the masses even though I am not that big.

Look at my previous tweet. Now look at these.

Funny enough it will be 600 Tomorrow. How do people fall for this shet

[Cam Hui @HumbleStudent]

1 of 5 thoughts for the weekend
$QQQ violating support, relative performance of $QQQ and Mag 7 are weakening
$MAGS

[Techcharts24 @Techcharts24]

📊 Head & Shoulders Pattern – One of the Most Reliable Reversal Patterns!

⚠️ This content is for educational purposes only and should not be considered investment advice.

#technicalanalysis #trading #investing #Nifty

[THE GAP FATHER @HunterAllen4]

$AIRJ

Might be a good spot to start looking here if we continue to hold.

I mentioned back in May. Don’t sleep 😴

At roughly a $270M market cap, AirJoule Technologies has one of the more interesting asymmetric setups in the AI infrastructure space.

A 5x move from here would put AIRJ around a $1.3B+ valuation. That is not guaranteed, but it is possible over the next several years if commercialization succeeds and the company proves its technology at scale.

AI data center water consumption.

Large hyperscale data centers can consume roughly 1–5 million gallons of water per day, and AI-driven data center water demand is expected to reach tens to hundreds of billions of gallons annually in the U.S. by the end of the decade.

Cooling itself can represent roughly 30–40% of total data center energy usage.

The next phase of AI infrastructure is not just about GPUs.

It is about solving the power, cooling, and water constraints required to keep these facilities running.

That is where AIRJ comes in.

Instead of wasting excess heat generated by data centers, industrial systems, and other facilities, AIRJ can potentially turn that wasted energy into a valuable resource.

The company has a 50/50 joint venture with $GEV (GE Vernova) focused on manufacturing and commercialization, along with a strategic relationship with $CARR (Carrier) for HVAC integration.

They also have exposure through the Net Zero Innovation Hub for Data Centers alongside major industry players:

$GOOG (Google)

$MSFT (Microsoft)

$VRT (Vertiv)

AirJoule was selected as one of only three winners from more than 70 applicants, giving the company an opportunity to demonstrate its technology within the data center ecosystem.

The Middle East is another major opportunity.

The Gulf region has some of the highest water scarcity levels in the world while investing heavily into AI infrastructure, industrial expansion, and sustainability.

The company has also been selected into the Green Innovation District ecosystem at Expo City Dubai.

Commercialization is beginning to accelerate.

AirJoule Prime, the company’s industrial-scale platform, is operational and designed to produce approximately 2,000 liters of distilled water per day using waste heat.

AirJoule Core, the smaller distributed platform, is targeted for commercial launch in Q4 2026 and is designed around applications including military, residential, and commercial markets.

The company is also developing dehumidification technology targeting industrial HVAC markets, with potential energy savings of up to 40% compared with certain traditional desiccant systems.

Financially, AIRJ is still an early-stage company.

However, AIRJ has extended its cash runway into 2027+ following recent capital raises, giving management time to transition from development into commercialization.

The potential revenue opportunity is where the upside comes from.

A possible growth path:

2026:
• Prime deployments
• Data center validation
• Initial commercial partnerships

2027–2028:
• Revenue ramp begins
• More system deployments
• Potential water purchase agreements

A company generating $50M annually in early commercial revenue could still be valued as a high-growth infrastructure technology company.

Scaling toward $200M–$500M+ annual revenue would completely change the valuation profile, especially if recurring revenue develops through water purchase agreements, licensing, and service contracts.

A $1B+ market cap becomes much more realistic if AIRJ proves it can become a standard solution across AI data centers, industrial facilities, military applications, and water-stressed regions.

Wall Street has started recognizing the opportunity.

The larger upside depends on execution and adoption.

A reclaim of the $4.30–$4.80 area could signal renewed momentum.

A loss of support could create another test lower.

AirJoule is attempting to solve the water side of the equation by turning wasted heat into a resource.

[Venu @Venu_7_]

$ONDS +11% - That's a good start for Ondas!

Drones + Small Cap + Explosive Revenue Growth + High Short Interest = that will do it!

Now let's see it build a proper base and consolidate before the next leg higher.

[Investing visuals @InvestingVisual]

In Q1 2026, Trump bought $NOW, $MSFT, $ORCL, $AMZN and $AVGO amongst others.

Trump's top 10 holdings:

• $DJT - 38%
• $NVDA - 8%
• $APPL - 8%
• $AVGO - 7%
• $MSFT - 7%
• $META - 6%
• $ORCL - 6%
• $GS - 5%
• $BAC - 5%
• $AMZN - 4%

[Michael J. Kramer @MichaelMOTTCM]

Micron is still 150% above its March lows. Wow.

[Quality Compounders @QualCompounders]

$TSM is back on sale again. 🎁

The company just guided 35% revenue growth for Q3 while trading at a forward P/E of only 23x — all with a near-monopoly position in advanced semiconductors.

CEO C.C. Wei highlighted excellent earnings visibility, announcing plans to invest another $100B+ to build 4 new advanced fabs. He sees strong demand extending all the way through 2029–2030, powered by the AI megatrend.

🎯 $TSM is a $400 stock trading at $500.

[Leif | Investing @LeifInvests]

$INTC -34% below ATH 🔴

Government-backed | Praised by Trump | Nancy Pelosi bought call options.

But…

It’s also Jim Cramer’s #1 favorite stock.

So far, the Inverse Cramer trade is staying undefeated. 📉😂

[Sam Kovacs @SamKovX]

As much as the bulls are going to hate to read this Micron's next targets are $650-670, and possibly a flush to $510.
Bulls, the trend isn't your friend.
$MU

[Ryan Shmeizer @ryanshmeizer]

The "seasoned PE bros" live to fight another season. Great as always from my guy @artlevy

[Bill Ackman @BillAckman]

China is not putting moratoriums on data centers. The race for super intelligence needs to be won by the USA or our country and democracy will be at risk.